To The Moon

$Palantir Technologies Inc.(PLTR)$ Growth is projected to exceed 800%. The early days of $Amazon.com(AMZN)$  and $Alphabet(GOOG)$  are classic examples. $Oracle(ORCL)$  is in a similar phase. None of these will sink.

$Alphabet(GOOG)$ This kind of sell-off just because a couple of employees resigned? No single employee is that critical, and Google has a deep bench to replace them. This looks like a significant buying opportunity.

$Microsoft(MSFT)$ This is a significant move by Microsoft. Reportedly, they've signed a 20-year power deal with $Chevron(CVX)$  to secure natural gas-fired electricity for their West Texas data center project. Key details include: first power expected by 2028, scaling up to 2.67GW, and using $GE Vernova Inc.(GEV)$  turbines for on-site generation instead of relying on the grid. This is a pretty clear signal of where AI infrastructure is heading. Hyperscalers aren't just buying chips anymore; they're essentially locking in their own power supply chains for decades. When you start seeing 20-year energy contracts tied directly to AI data centers, it tel

$Alphabet(GOOG)$  Very simple, Nvidia is the king, Google is the queen. The king will net 260B next year.

If $Microsoft(MSFT)$  ends up being the only stock outperforming in a down market, I don't see $360 coming that soon. Just being realistic, the bottom might be in. People realize how cheap it is now, and institutions will accumulate shares.

$Alphabet(GOOG)$ Still holding $Meta Platforms, Inc.(META)$  and GOOG. Advertising cycles come and go, but these platforms keep attracting users and generating revenue. That combination is hard to ignore.

Remember when everyone was saying Google was dying because of ChatGPT? Instead, $Alphabet(GOOGL)$  $Alphabet(GOOG)$  ignored the noise and surged ahead. This pattern looks just like a lot of heavily shorted or doubted stocks right now.

$Palantir Technologies Inc.(PLTR)$ Aug ER CC when we double compute for $Amazon.com(AMZN)$  $Alphabet(GOOG)$  and $Microsoft(MSFT)$  LLMs!!!

For $Microsoft(MSFT)$ , this looks like one of the cleaner bullish setups we've seen in a while. Deal news is driving sentiment, futures are cooperating, and the Nadella post gives it an extra push. A solid green open with some follow-through feels like the most likely outcome. Not financial advice — things can always shift with new headlines — but the tape right now looks friendly for a strong start to the week.

$Microsoft(MSFT)$ Microsoft, Google, and Amazon might need another rerating as soon as Monday. The capex seems justified. Compute availability and the ecosystem are where the real value is. What's the combined valuation of OpenAI and Anthropic? $1.8 trillion? Targets for Monday's rerating: Microsoft: $3.5T, $488/share. Google: $5T, $255/share. Amazon: $3.1T, $308/share.